Our Firm

Dogwood Capital Management is an independent registered investment advisor that provides comprehensive financial planning and investment management services for families with investable assets of $2 million and more. Most of our clients are retired and many are planning to retire in five to ten years. We help our clients make smart choices about their money so they can accomplish their goals for the reasons that are important to them. We recommend and implement strategies that give our clients the highest probability of accomplishing their goals regardless of how the market behaves.

Dogwood Capital Management was founded in 1999. We’ve helped our clients accomplish their goals while weathering tumultuous markets and uncertain economic times in one of the most challenging periods in US economic history. Our clients appreciate our wealth management expertise, our values and strong personal relationships. It is a profound privilege to serve them and we cherish the trust that they invest in our firm.

Our client base is spread out across the country from Nevada to Florida. Most of the families we serve are located in North Georgia including the communities of Alpharetta, Cumming, Canton, Clarkesville, Dawsonville, Dahlonega, Gainesville, Roswell and Milton.